Closing a property deal is always exciting, but the relationship shouldn’t end once the contract is signed. In fact, the best real estate agents know that post-purchase follow-up is where long-term trust, referrals, and lifetime clients are built.
The follow-up problem
Following up after a client purchases a property is just as important as guiding them through the sale — but it’s easy to overlook. Once the deal closes, you’re already busy with new enquiries and viewings, while your existing clients still need help with loan processing, renovations, move-in plans, and settling into their new neighbourhood.
Now what if your phone could remind you exactly when to follow up and what to send for every lead – and all you had to do was tap to execute?
Follow-Up Sequences in Privyr lets you do just that. Privyr automatically tracks your progress with every lead and reminds you as each step is due. It’ll make sure you do everything possible to nurture that lead, without having to type, think, or remember anything.
Here’s a proven 3-Step Post Purchase Sequence to help you stay connected with your clients and provide ongoing support after the sale. Just go to your Content tab on Privyr, and look for Sequences to set it up.
Template: 3-Step Post Purchase Sequence
Feel free to customise this sequence for your clients.
Step 1: Send Congratulations Message
"Hi @clientName, congratulations on deciding on your next home for you and your family! 🎉 What a milestone!
Thank you again for choosing me as your realtor. Rest assured, I’ll be here to assist you with your next steps and coordinate things as needed.
Jason will be reaching out to you in the next few days about your loan application. You’re in good hands :)"
⏰ Time delay: Wait 2 weeks
Step 2: Contact via Call
Check in on the client, follow up on progress, see where you can assist.
⏰ Time delay: Wait 1 month
Step 3: Send Helpful Resources
"Hi @clientName, hope preparations are going smoothly.
I’ve attached a PDF with some resources you may find helpful as you move into your new neighbourhood:
- Recommended contractors & home service providers
- Utility setup guide (electricity, water, internet)
- Nearby amenities (supermarkets, clinics, schools)
- Home maintenance checklist
Let me know if you need any recommendations or assistance!"
Why this sequence works
This 3-step sequence is designed to maintain connection and provide ongoing support while ensuring your clients feel cared for after their purchase.
It works because it:
✅ Congratulates clients and celebrates their milestone
✅ Checks in regularly to offer assistance and track progress
✅ Shares helpful resources to make settling in easier and smoother
Top-performing agents who use systematic follow-ups like this consistently build stronger client relationships and gain more referrals over time.
Do this every time you close a deal
Top agents know that thoughtful, well-timed follow-ups after a purchase are what turn one successful transaction into a lasting relationship. With tools like Privyr, you can implement this exact sequence with pre-written scripts and automated reminders, ensuring each enquiry gets timely follow-up and the best chance to secure a viewing.
Stop letting promising property leads slip away. Follow up smarter, faster, and more consistently with Sequences. Try it for free on Privyr today!
